Enrichwise Financial Services Pvt Ltd

17 Job openings at Enrichwise Financial Services Pvt Ltd
Digital Marketing Manager Thane,Maharashtra,India 4 years Not disclosed On-site Full Time

Company Description Enrichwise Financial Services Pvt Ltd specializes in offering comprehensive financial services including Taxation & Returns Filing, Investments, Stock Markets, Mutual Funds, and Stocks. Other services include Demat Accounts, Corporate FDs, RBI Bonds, Capital Gain Bonds, Legal consultations related to Wills/HUF/Trusts, and Insurance. Our focus is to provide tailored financial solutions to meet diverse client needs. Role Description This is a full-time on-site role for a Digital Marketing Manager based in Thane. The Digital Marketing Manager will be responsible for executing digital marketing campaigns, managing social media marketing, and overseeing lead generation activities. Additional tasks include analyzing web analytics, developing marketing strategies, and ensuring successful digital engagement across platforms. Key Responsibilities Campaign Execution & Optimization Assist in the setup, launch, and optimization of paid media campaigns (Google Ads, Facebook/Instagram, LinkedIn). Monitor daily budget pacing, bid strategies, and KPIs; recommend mid-campaign adjustments. Content Coordination Work with copywriters and designers to develop ad copy, landing pages, email sequences, and social posts. Maintain and update the content calendar; ensure timely asset delivery. SEO & Organic Support Conduct keyword research; support on-page SEO audits and optimization tasks. Help manage blog production and social media publishing schedules. Reporting & Analytics Pull data from Google Analytics, Ads Manager, and marketing automation platforms. Prepare weekly performance dashboards and highlight key trends or areas for improvement. Cross-Functional Collaboration Liaise with Sales and Product teams to align on promotional schedules and lead-nurturing workflows. Coordinate with external agencies or freelancers as needed. Process Improvement Document campaign processes; suggest efficiencies in tooling, workflows, and budget allocation. Required Qualifications Bachelor’s degree in Marketing, Business, Communications, or a related field. 2–4 years of digital marketing experience, with hands-on exposure to paid media and basic SEO. Familiarity with Google Ads, Facebook Ads Manager, LinkedIn Campaign Manager, and Google Analytics. Strong organizational skills and attention to detail; ability to juggle multiple campaigns simultaneously. Proficiency with Excel or Google Sheets for data analysis. Excellent written and verbal communication skills. Show more Show less

Sales Executive / Business Development Thane,Maharashtra,India 2 - 5 years Not disclosed On-site Full Time

The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Qualifications 2-5 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills Show more Show less

Digital Marketing Manager Thane,Maharashtra,India 4 years None Not disclosed On-site Full Time

Company Description Enrichwise Financial Services Pvt Ltd specializes in offering comprehensive financial services including Taxation & Returns Filing, Investments, Stock Markets, Mutual Funds, and Stocks. Other services include Demat Accounts, Corporate FDs, RBI Bonds, Capital Gain Bonds, Legal consultations related to Wills/HUF/Trusts, and Insurance. Our focus is to provide tailored financial solutions to meet diverse client needs. Role Description This is a full-time on-site role for a Digital Marketing Manager based in Thane. The Digital Marketing Manager will be responsible for executing digital marketing campaigns, managing social media marketing, and overseeing lead generation activities. Additional tasks include analyzing web analytics, developing marketing strategies, and ensuring successful digital engagement across platforms. Key Responsibilities Campaign Execution & Optimization Assist in the setup, launch, and optimization of paid media campaigns (Google Ads, Facebook/Instagram, LinkedIn). Monitor daily budget pacing, bid strategies, and KPIs; recommend mid-campaign adjustments. Content Coordination Work with copywriters and designers to develop ad copy, landing pages, email sequences, and social posts Maintain and update the content calendar; ensure timely asset delivery. SEO & Organic Support Conduct keyword research; support on-page SEO audits and optimization tasks. Help manage blog production and social media publishing schedules. Reporting & Analytics Pull data from Google Analytics, Ads Manager, and marketing automation platforms. Prepare weekly performance dashboards and highlight key trends or areas for improvement. Cross-Functional Collaboration Liaise with Sales and Product teams to align on promotional schedules and lead-nurturing workflows. Coordinate with external agencies or freelancers as needed. Process Improvement Document campaign processes; suggest efficiencies in tooling, workflows, and budget allocation. Required Qualifications Bachelor’s degree in Marketing, Business, Communications, or a related field. 2–4 years of digital marketing experience, with hands-on exposure to paid media and basic SEO. Familiarity with Google Ads, Facebook Ads Manager, LinkedIn Campaign Manager, and Google Analytics. Strong organizational skills and attention to detail; ability to juggle multiple campaigns simultaneously. Proficiency with Excel or Google Sheets for data analysis. Excellent written and verbal communication skills.

Sales Business Development Executive Thane,Maharashtra,India 2 - 5 years None Not disclosed On-site Full Time

The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Qualifications 2-5 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills

Business Development Executive thane,maharashtra 2 - 6 years INR Not disclosed On-site Full Time

The ideal candidate for this position will demonstrate proficiency in generating and finalizing new business prospects. Employing a consultative sales strategy, you will leverage your knowledge to recognize and assess potential leads, paving the way for sales prospects among both fresh and current clients. Your responsibilities will include meeting and surpassing sales objectives, effectively cultivating new and existing client relationships, navigating intricate discussions with high-ranking executives, and fostering enduring connections with customers. To qualify for this role, you should possess 2-5 years of experience in carrying sales quotas, familiarity with CRM systems, a proven track record of exceeding quotas, as well as exceptional written and verbal communication abilities.,

Sales Business Development Executive thane,maharashtra 2 - 6 years INR Not disclosed On-site Full Time

The ideal candidate for this position will thrive in generating and finalizing new opportunities. By adopting a consultative selling methodology, you will leverage your knowledge to recognize and assess potential leads, resulting in sales prospects with new and current clients. Responsibilities: - Achieve and surpass sales objectives - Effectively cultivate business from both new and existing customer portfolios - Handle intricate negotiations with top-level executives - Foster connections and establish enduring partnerships with clients Qualifications: - 2-5 years of experience in sales roles with sales targets - Proficiency in utilizing CRM systems - Proven track record of exceeding sales targets - Exceptional written and verbal communication abilities,

Tech Lead India 25 years None Not disclosed On-site Full Time

🚀 Tech Lead / Full-Stack Developer (5–8 yrs) Be the first tech leader at Enrichwise and build the future of AI-driven wealth management from the ground up. About Enrichwise Enrichwise is a 25+ year-old wealth management and tax advisory firm serving 12,000+ clients. With deep expertise in taxation, investments, and insurance , we are now building the next phase of our journey: AI-enabled financial technology solutions that simplify money management for India’s salaried and upwardly mobile professionals. Role Overview We are looking for a Tech Lead / Full-Stack Developer to be our first core technology hire . This is a high-ownership role where you will architect and develop scalable platforms, integrate financial service APIs, and lead our transition into a tech-driven financial services brand. You will also play a key role in evaluating and building the future tech team. Key Responsibilities End-to-end design and development of client-facing applications and internal automation tools . Architect scalable systems with secure storage and processing of financial data. Build integrations with financial platforms (Zoho CRM, MF Utilities, CAMS, Investwell, payment gateways, etc.). Collaborate with business teams to translate financial workflows into digital products. Establish coding standards, development processes, and mentor future hires. Requirements Experience : 5–8 years in full-stack development (fintech/enterprise/startup experience is a strong plus). Strong backend expertise: Node.js / Python (Django/Flask/FastAPI) . Solid frontend development skills: React / Angular / Vue . Hands-on with REST APIs, microservices, and database design (MySQL/Postgres/MongoDB). Exposure to cloud platforms (AWS/GCP/Azure). Knowledge of security, compliance, and data privacy best practices. Startup mindset: ability to own, execute, and iterate fast with limited resources. Why Join Us? Be the first core tech leader in a 25+ year trusted financial brand. Shape the architecture and future roadmap of an AI-first fintech platform. Work directly with leadership on high-impact, industry-first innovations . Competitive compensation with strong growth opportunities. 📍 Location : Thane, Mumbai (Hybrid/On-site preferred) 💰 Compensation : Competitive + opportunity to grow with company

Creative Graphic Designer thane,maharashtra 2 - 6 years INR Not disclosed On-site Full Time

As a Creative Graphic Designer at our company located in Thane, Hiranandani Estate, you will play a crucial role in our team by creating visually appealing graphics for a variety of purposes. With 2-3 years of experience in graphic design, you will have the opportunity to showcase your skills and creativity in a dynamic work environment. Your key responsibilities will include creating graphics for animated and influencer videos, designing visual graphics for both digital and print media, and developing concepts, layouts, and graphics while considering factors such as fonts, images, readability, and audience preferences. You will be expected to create graphics for a range of digital and print media projects and ensure that all tasks are completed efficiently and to a high standard. To excel in this role, you should possess basic written and verbal communication skills along with proficiency in Adobe Photoshop and Adobe Illustrator. Experience with Adobe After Effects, Adobe Premiere Pro, and video editing would be advantageous but not mandatory. In return, we offer a competitive salary as per company standards, along with opportunities for professional growth and a positive and collaborative work environment. If you are excited about the prospect of contributing your graphic design expertise to our team and meet the eligibility criteria, we encourage you to apply by sending your CV to hr@enrichwise.com. For further inquiries, you can contact us at 8779473221. Join us on this rewarding career journey in customer service and unleash your creative potential!,

Business Development Executive thane,maharashtra 2 - 6 years INR Not disclosed On-site Full Time

As an ideal candidate for this position, you will demonstrate proficiency in generating and finalizing new business prospects. Employing a consultative sales strategy, you will leverage your knowledge to recognize and assess potential leads, paving the way for sales prospects among both fresh and current clients. - Meeting and surpassing sales objectives - Effectively cultivating new and existing client relationships - Navigating intricate discussions with high-ranking executives - Fostering enduring connections with customers To qualify for this role, you should possess: - 2-5 years of experience in carrying sales quotas - Familiarity with CRM systems - A proven track record of exceeding quotas - Exceptional written and verbal communication abilities,

Creative Graphic Designer thane,maharashtra 2 - 6 years INR Not disclosed On-site Full Time

As a Creative Graphic Designer at our company, your role will involve creating graphics for animated and influencer videos, as well as designing visual graphics for digital and print media. You will be responsible for developing concepts, graphics, and layouts, making decisions about fonts, images, readability, and reader's needs. Additionally, you will create graphics for Digital & Print Media, ensuring that projects are completed in a timely manner with a high-quality product. Key Responsibilities: - Create graphics for animated and influencer videos - Design visual graphics for digital and print media - Develop concepts, graphics, and layouts - Make decisions about fonts, images, readability, and reader's needs - Create graphics for Digital & Print Media - Ensure timely completion of projects with a focus on quality Qualifications Required: - Basic written and good verbal communication skills - Proficiency in Adobe Photoshop and Adobe Illustrator - Optional: Experience with Adobe After Effects, Adobe Premier Pro, and video editing is preferable If you are ready to embark on a rewarding career in graphic design and meet the eligibility criteria, we offer competitive salaries as per company standards, along with professional growth opportunities in a positive and collaborative work environment. Interested candidates can mail their CV to hr@enrichwise.com or contact us at 8779473221.,

Senior Business Development Manager navi mumbai,maharashtra,india 25 years None Not disclosed On-site Full Time

We’re Hiring: Senior Business Development Manager at Enrichwise – Thane & Navi Mumbai Are you a dynamic and driven professional with a passion for financial services and business development?  Enrichwise, a premier financial advisory firm with over 25 years of experience, is expanding and looking for an experienced Senior Business Development Manager to join our growing team. What we’re looking for: Proven Expertise: 5+ years of experience in business development, preferably in the financial services, wealth management, or related sectors. Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth. Client-Centric: Ability to build and maintain lasting relationships with high-net-worth clients. Leadership Skills: Experience managing and mentoring teams, setting KPIs, and driving performance. Key Responsibilities: Generate and nurture new business opportunities, focusing on high-net-worth individuals (HNIs) in Thane and Navi Mumbai. Develop and execute business strategies to increase brand visibility and drive growth in key market segments. Collaborate with senior leadership to identify new revenue streams and enhance existing processes. Foster strong client relationships, ensuring a high level of service and satisfaction. What’s in it for you? Competitive compensation with performance-based incentives. A dynamic and inclusive work environment focused on innovation and growth. Opportunities for personal and professional development with a leadership team that supports your success. If you are passionate about driving growth in a prestigious financial firm and want to make a significant impact, apply now ! 👉 Send your resume to HR@enrichwise.com

Senior Business Development Manager navi mumbai,maharashtra 5 - 9 years INR Not disclosed On-site Full Time

Role Overview: As a Senior Business Development Manager at Enrichwise in Thane & Navi Mumbai, you will play a crucial role in driving business growth and expanding the company's presence in the financial services sector. You will utilize your strategic mindset and leadership skills to generate new business opportunities and foster strong client relationships with high-net-worth individuals. Key Responsibilities: - Generate and nurture new business opportunities, with a focus on high-net-worth individuals (HNIs) in Thane and Navi Mumbai. - Develop and execute business strategies to enhance brand visibility and drive growth in key market segments. - Collaborate with senior leadership to identify new revenue streams and improve existing processes. - Cultivate lasting client relationships by ensuring a high level of service and satisfaction. Qualifications Required: - 5+ years of proven expertise in business development, preferably in financial services, wealth management, or related sectors. - Possess a strategic mindset with a strong understanding of market dynamics to create and implement revenue-driving strategies. - Ability to build and maintain lasting relationships with high-net-worth clients. - Experience in managing and mentoring teams, setting KPIs, and driving performance. Additional Information: Enrichwise is a premier financial advisory firm with over 25 years of experience, offering a competitive compensation package with performance-based incentives. The company provides a dynamic and inclusive work environment focused on innovation and growth, along with opportunities for personal and professional development supported by a leadership team dedicated to your success. If you are passionate about contributing to the growth of a prestigious financial firm and making a significant impact, we encourage you to apply by sending your resume to HR@enrichwise.com. Join us in shaping the future of financial services in Thane and Navi Mumbai!,

Branch Head – Wealth Management navi mumbai,maharashtra,india 12 years None Not disclosed On-site Full Time

Key Skills & Competencies: Strong leadership and people management abilities. Excellent communication, negotiation, and interpersonal skills. Deep understanding of financial products: Mutual Funds, Insurance, PMS, Bonds, and other investment instruments. Analytical mindset with strong business acumen. Ability to work under pressure and deliver on targets. Key Responsibilities: Business Development & Revenue Growth Team Leadership & Management Client Relationship Management Operations & Compliance Strategic & Administrative Responsibilities Qualifications & Experience: Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). NISM / AMFI certification (mandatory). Minimum 7–12 years of experience in Wealth Management, Financial Advisory, or Banking sector, with at least 3–5 years in a leadership role. Compensation Rs. 15 – 25+ lac pa

Senior Business Development Manager navi mumbai,maharashtra,india 5 years None Not disclosed On-site Full Time

Location: Navi Mumbai and Thane What we’re looking for: Proven Expertise : 5+years of experience in business development, preferably in the financial services, wealth management, or related sectors. Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth. Client-centric : Ability to build and maintain lasting relationships with high net worth clients. Leadership skills: Experience managing and mentoring teams, setting KPI’s and driving performance. Key Responsibilities: Generate and nurture new business opportunities, focusing on high net worth individuals (HNIs) in Thane and Navi Mumbai. Development and execute business strategies to increase brand visibility and drive growth in key market segments. Collaborate with senior leadership to identify new revenue streams and enhance existing processes. Foster strong client relationships, ensuring a high level of service and satisfaction. What’s in it for you? Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). NISM / AMFI certification (mandatory). Competitive compensation with performance- based incentive. A dynamic and inclusive work environment focused on innovation and growth. Opportunities for personal and professional Development with a leadership team that supports your success. Contact - hr@enrichwise.com / career@enrichwise.com +91 8779473221

Consultative Financial Advisor navi mumbai,maharashtra,india 5 years None Not disclosed On-site Full Time

Location: Navi Mumbai and Thane What we’re looking for: Proven Expertise: 5+years of experience in financial services, wealth management, or related sectors. Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth. Client-centric: Ability to build and maintain lasting relationships with high net worth clients. Leadership skills: Experience managing and mentoring teams, setting KPI’s and driving performance. Key Responsibilities: Generate and nurture new business opportunities, focusing on high net worth individuals (HNIs) in Thane and Navi Mumbai. Development and execute business strategies to increase brand visibility and drive growth in key market segments. Collaborate with senior leadership to identify new revenue streams and enhance existing processes. Foster strong client relationships, ensuring a high level of service and satisfaction. What’s in it for you? Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). NISM / AMFI certification (mandatory). Competitive compensation with performance- based incentive. A dynamic and inclusive work environment focused on innovation and growth. Opportunities for personal and professional Development with a leadership team that supports your success. Contact - hr@enrichwise.com / career@enrichwise.com +91 8779473221

Branch Head – Wealth Management navi mumbai,maharashtra,india 12 years None Not disclosed On-site Full Time

Key Skills & Competencies: Strong leadership and people management abilities. Excellent communication, negotiation, and interpersonal skills. Deep understanding of financial products: Mutual Funds, Insurance, PMS, Bonds, and other investment instruments. Analytical mindset with strong business acumen. Ability to work under pressure and deliver on targets. Key Responsibilities: Business Development & Revenue Growth Team Leadership & Management Client Relationship Management Operations & Compliance Strategic & Administrative Responsibilities Qualifications & Experience: Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). NISM / AMFI certification (mandatory). Minimum 7–12 years of experience in Wealth Management, Financial Advisory, or Banking sector, with at least 3–5 years in a leadership role. Compensation Rs. 15 – 25+ lac pa Contact - hr@enrichwise.com / career@enrichwise.com +91 8779473221

Senior Business Development Manager navi mumbai,maharashtra,india 5 years None Not disclosed On-site Full Time

Location: Navi Mumbai and Thane What we’re looking for: Proven Expertise : 5+years of experience in business development, preferably in the financial services, wealth management, or related sectors. Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth. Client-centric : Ability to build and maintain lasting relationships with high net worth clients. Leadership skills: Experience managing and mentoring teams, setting KPI’s and driving performance. Key Responsibilities: Generate and nurture new business opportunities, focusing on high net worth individuals (HNIs) in Thane and Navi Mumbai. Development and execute business strategies to increase brand visibility and drive growth in key market segments. Collaborate with senior leadership to identify new revenue streams and enhance existing processes. Foster strong client relationships, ensuring a high level of service and satisfaction. What’s in it for you? Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). NISM / AMFI certification (mandatory). Competitive compensation with performance- based incentive. A dynamic and inclusive work environment focused on innovation and growth. Opportunities for personal and professional Development with a leadership team that supports your success. Contact - hr@enrichwise.com / career@enrichwise.com +91 8779473221